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Disclosery

W.G. Shaheen & Associates DBA Whitney & Co: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of W.G. Shaheen & Associates DBA Whitney & Co on XLK, newest first. How the timeline and the estimate are built.

W.G. Shaheen & Associates DBA Whitney & Co held 12,294 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,294 shares
    Change vs previous 13F -46 shares

    0.17% of the 13F portfolio, value $2,342,246.

    13F-HR 0001577001-26-000004 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,340 shares
    Change vs previous 13F -251 shares

    0.14% of the 13F portfolio, value $1,640,046.

    13F-HR 0001577001-26-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,591 shares
    Change vs previous 13F +6,429 shares

    0.14% of the 13F portfolio, value $1,812,719.

    13F-HR 0001577001-26-000001 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,162 shares
    Change vs previous 13F +446 shares

    0.16% of the 13F portfolio, value $1,736,695.

    13F-HR 0001577001-25-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,716 shares
    Change vs previous 13F -55 shares

    0.14% of the 13F portfolio, value $1,447,406.

    13F-HR 0001765380-25-000284 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,771 shares
    Change vs previous 13F -451 shares

    0.13% of the 13F portfolio, value $1,191,553.

    13F-HR 0001765380-25-000169 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,222 shares
    Change vs previous 13F +350 shares

    0.15% of the 13F portfolio, value $1,446,681.

    13F-HR 0001765380-25-000039 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,872 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,325,610.

    13F-HR 0001765380-24-000407 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).